See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,280 | $92,222-76.9% | $76,768-72.3% | $135,375-84.3% |
| Participation rate | 70.6% | 79.8%-9.2pp | 77.0%-6.4pp | 82.6%-12.1pp |
| Annual return | -8.26% | 5.46%-13.7pp | 2.43%-10.7pp | 519.73%-528.0pp |
| Employer contribution / active EE | $217 | $3,216-93.2% | $2,485-91.3% | $4,779-95.5% |
| Participant deferral / active EE | $4,978 | $4,509+10.4% | $3,852+29.3% | $5,609-11.2% |
| Admin fee / account holder | $3,653 | $10,748-66.0% | $6,675-45.3% | $10,827-66.3% |